BDWM
Brewin Dolphin Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.58M | Hold |
20,530
| – | – | 0.17% | 56 |
|
|
2022
Q1 | $1.5M | Sell |
20,530
-400
| -2% | -$29.2K | 0.17% | 63 |
|
|
2021
Q4 | $1.31M | Sell |
20,930
-2,320
| -10% | -$145K | 0.14% | 68 |
|
|
2021
Q3 | $1.38M | Hold |
23,250
| – | – | 0.16% | 66 |
|
|
2021
Q2 | $1.55M | Buy |
23,250
+1,385
| +6% | +$92.5K | 0.19% | 64 |
|
|
2021
Q1 | $1.38M | Sell |
21,865
-285
| -1% | -$18K | 0.21% | 61 |
|
|
2020
Q4 | $1.37M | Sell |
22,150
-115
| -0.5% | -$7.13K | 0.23% | 58 |
|
|
2020
Q3 | $1.34M | Hold |
22,265
| – | – | 0.25% | 55 |
|
|
2020
Q2 | $1.31M | Buy |
22,265
+3,065
| +16% | +$180K | 0.28% | 52 |
|
|
2020
Q1 | $1.07M | Sell |
19,200
-700
| -4% | -$39K | 0.58% | 31 |
|
|
2019
Q4 | $1.28M | Sell |
19,900
-7,730
| -28% | -$496K | 0.59% | 32 |
|
|
2019
Q3 | $1.4M | Sell |
27,630
-500
| -2% | -$25.4K | 0.71% | 30 |
|
|
2019
Q2 | $1.28M | Buy |
28,130
+3,130
| +13% | +$142K | 0.67% | 33 |
|
|
2019
Q1 | $1.19M | Buy |
25,000
+5,650
| +29% | +$270K | 0.65% | 33 |
|
|
2018
Q4 | $1.01M | Hold |
19,350
| – | – | 0.61% | 37 |
|
|
2018
Q3 | $1.2M | Hold |
19,350
| – | – | 0.65% | 36 |
|
|
2018
Q2 | $1.07M | Buy |
19,350
+1,400
| +8% | +$77.5K | 0.64% | 37 |
|
|
2018
Q1 | $1.14M | Hold |
17,950
| – | – | 0.7% | 34 |
|
|
2017
Q4 | $1.1M | Hold |
17,950
| – | – | 0.7% | 34 |
|
|
2017
Q3 | $1.14M | Buy |
+17,950
| New | +$1.14M | 0.79% | 35 |
|